Argonautica Private Wealth Management is an investment advisor in Wellesley with $386.05 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
824458618
SEC advisor number
801-122660
FINRA CRD number
316736
AUM ?
$404.02 mm
(as of 14 Mar 24)
Accounts
541
(as of 14 Mar 24)
Employees
6
(3 investment advisory or research)
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
29 Oct 24
13F-HR
Quarterly holdings report by institutional manager
26 Jul 24
13F-HR
Quarterly holdings report by institutional manager
29 Apr 24
13F-HR
Quarterly holdings report by institutional manager
2 Feb 24
13F-HR
Quarterly holdings report by institutional manager
6 Nov 23
13F-HR
Quarterly holdings report by institutional manager
3 Aug 23
13F-HR
Quarterly holdings report by institutional manager
3 May 23
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23